For agencies and host agencies
See the whole agency, not just the advisors who remember to report.
Agency plans: pilot, custom pricing
KAE was developed inside a working agency, so agent accounts, team leads, commissions, payroll and owner reporting are part of the core. Agency and host plans are being developed now with a small pilot group.
What owners deal with
Running an agency means managing other people's businesses too.
Visibility
Who is producing, who is stuck, and what's in the pipeline, without chasing everyone for a spreadsheet at month end.
Agent management
Accounts, team leads and who supports whom, set up the way your agency is actually organized.
Production and commissions
Sales by advisor and supplier, commission owed and paid, and splits handled consistently.
Systems and training
New advisors start on the same system and the same habits as your best ones.
Available in KAE today
- Live Agent accounts
- Live Team-lead structure
- Live Team sales visibility
- Live Commissions and split logic
- Live Owner reporting
- Live Payroll and admin workflows
- Live ACH / remittance and NACHA-related admin tools
Being developed for agency plans
Agency plans are being developed for organizations that need more than a shared login. Depending on the pilot, that may include:
- Agency-wide accounts and an owner dashboard
- Advisor management across multiple teams
- Agency-level reporting and team health
- Agency-specific methodologies and training
- Agency-specific business intelligence
- Tenant isolation between organizations
- Customized workflows
- White-label options
None of the items in this column are available yet. We'll tell you exactly what exists when we talk.
Business intelligence for owners Coming soon
Coach each advisor from their own numbers.
KAE Intelligence compares each advisor with their own history rather than a team average. For owners, that is planned to mean coaching conversations that start from what's actually happening in that advisor's business: a proposal stage that's slipping, a lead source that's quietly converting, a strength worth protecting.
Host agencies and larger organizations
A platform you could put your own name on, eventually.
Some organizations will want KAE under their own brand, with their own methodology and training built in. White-label and enterprise arrangements are something we're exploring with the right partners, not a finished product.
If that's you, the most useful thing is a conversation about how your organization works today.
How the agency pilot works
- Tell us about your agency, team size and current tools.
- We walk through what KAE does today and what's in development.
- If it's a fit, we agree on scope and custom pricing in writing.
Talk to KAE about your agency.
Agency and host pricing is custom and based on how many advisors you support. No commitment to start the conversation.